Senior Associate, Personal CFO Services

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

 

Job Description: We are seeking a Senior Associate to join our Personal CFO Services team. This role is primarily client-facing and serves as a trusted partner in managing and streamlining the financial lives of our clients. You will work with a dynamic, high-performing team and collaborate closely with internal partners to deliver white-glove service, provide thoughtful financial guidance tailored to each client's unique circumstances, and proactively oversee financial operations, including client bills and vendor management.

The dynamic nature of this role requires that the ideal candidate has exemplary time management skills, the ability to identify and anticipate client needs, and have a service mindset.  

 

Key Responsibilities:

• Serve as a primary point of contact for high-net-worth clients, fostering strong and trusted relationships.
• Proactively oversee client bill payments, ensuring accuracy, and timeliness.
• Identify and resolve potential issues, discrepancies, or changes, keeping clients well-informed and confident in our oversight.
• Coordinate with internal departments to deliver seamless, personalized services.
• Review client balance sheets and income statements.
• Manage complex financial transactions and processes, including cash flow analysis, budgeting, and bespoke financial reporting.
• Review and facilitate client requests, providing responsive, high-quality service.
• Proactively identify opportunities to enhance the client experience, offering creative solutions to unique needs.
• Partner with internal wealth advisory teams to ensure a cohesive, comprehensive client experience.
• Handle sensitive personal matters with discretion, including communications with client legal, tax, or insurance professionals.
• Support the onboarding of new clients.

Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field; CPA, CFP, or other relevant certifications preferred.
• 4+ years of experience in family office, private wealth, public accounting, fund administration, or investment-related financial services.
• Experience in a client-facing financial services role, preferably serving high-net-worth or ultra-high-net-worth clients.
• Strong understanding of financial concepts and services, with demonstrated experience in providing personalized client service.
• Experience in overseeing and managing client bills and vendor relationships with accuracy and discretion.
• Exceptional organizational skills, with the ability to manage multiple clients and tasks proactively and efficiently.
• Excellent interpersonal, communication, and presentation skills.
• Collaborative, team-oriented approach, with the ability to work cross-functionally.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

Equal Opportunity Employer
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